All in on China

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2025/03/02

China’s booming AI, manufacturing, and digitalization sectors create a prime investment opportunity.

A Xin, a veteran Chinese investor, argues that China’s undervalued assets present a unique investment opportunity, despite global skepticism. Highlighting China’s rapid advancements in AI, manufacturing, and digitalization, the article emphasizes China’s growing global dominance. A Xin concludes that as investors recognize China’s true potential, capital inflows will surge, driving a bullish market.

China is taking a stand after a decade of appearing weak on the world economic stage and canny investors are listening. In a provocative piece called “China: The Investment Opportunity of the Next Decade,” A Xin, a veteran Chinese investor, makes a convincing case that now is the time to go big on China. Yet it is this very global disbelief, A Xin claims, that has left Chinese assets gapingly undervalued, making this a once-in-a-lifetime buying opportunity. The article explores the “China Paradox” — that Western observers get caught up in short-term geopolitical risks, while missing the long-term growth story of China that is so hard to ignore. Boasting unprecedented breakthroughs in AI, manufacturing, and super-speed digitalization, China is makings its mark as a world-class powerhouse and attracting international capital.

At a microeconomic level, China’s story is even more impressive than these headlines suggest. And while macroeconomic numbers may appear cautious, Chinese enterprises are flourishing, using digitization and innovation to monopolize key sectors. Titans like Huawei, BYD, and DEEPSEEK are not simply national champions: they’re establishing global standards. China’s obsessive investment in research and development over the past 20 years has produced an explosion of high-impact scientific papers, surpassing even the United States in key technologies. This technological lead is not only a source of national pride; it’s become a magnet for international investors eager to profit from China’s surging economic engine.

A Xin ends with a bold message: The world is getting China wrong. It’s an accident of history: Pew’s data is out-of-date, and China’s breakneck progress is misunderstood, leading to underinvestment around the globe — an error that will not persist much longer. With Chinese assets trading at a discount, it is now time for foreign investors to act. The prediction? As investors realise the true potential of China, the wave of capital that will follow will see valuations shoot skyward and usher in a bull market. The question is not whether China is ready — but whether the world is ready to go all in.

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